Independence Advisors’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.63M | Sell |
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|
2020
Q2 | $4.51M | Sell |
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|
2020
Q1 | $3.98M | Sell |
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|
2019
Q4 | $9.29M | Sell |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $9.92M | Buy |
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|
2018
Q4 | $7.28M | Buy |
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|
2018
Q3 | $5.71M | Buy |
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|
2018
Q2 | $4.77M | Sell |
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|
2018
Q1 | $5.34M | Buy |
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|
2017
Q4 | $5.15M | Sell |
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|
2017
Q3 | $5.08M | Sell |
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|
2017
Q2 | $4.84M | Sell |
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|
2017
Q1 | $4.69M | Buy |
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|
2016
Q4 | $4.28M | Buy |
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|
2016
Q3 | $4.05M | Buy |
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|
2016
Q2 | $3.72M | Buy |
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